Warehouse Management System - Datapeldownload.datapel.com/wmsproductoverview.pdf · ed. created due...

WarehouseManagement

System

Warehouse Management System

Product Overview

Warehouse Management SystemProduct Overview

Warehouse Management System - Product Overview

Warehouse Management System Datapel Systems Pty Ltd.

2 Warehouse Management System - Product Overview 3


Introduction 3

Benefits 4

How It Works 5

Key Features Guide 10

Key Features Listing 20

Contact & Acknowledgements 24

Table of Content





Introduction

Complete Warehouse Management

The Datapel Warehouse Management System (WMS) will dramatically elevate

the quality of your stock control procedures.

Your business benefits immediately through accurate stock tracking,

centralised sales management and order fulfilment, improved stock put-away,

and advanced item search capabilities.

With accurate stock tracking shrinkage and spoilage costs drop along with

“buffer” inventory margins, freeing up more cash as working capital for your

company.

Integration with MYOB® software

Datapel WMS is designed for companies that are currently using MYOB®

Premier and understand the need to improve stock management, order

fulfilment and increase customer satisfaction.

Integrating WMS with MYOB® Premier is easy, item sales and stock

management become a function of the WMS, while your daily accounting

processes remain the same in MYOB®. Regular “synchronisation” allows final

invoices, purchasing, and inventory item details to be shared between the

systems.

In most cases your Sales and Stock Control staff will no longer need direct

access to your MYOB® Premier accounting software.

Customisation

Because Datapel WMS is wholly Australian Owned and developed locally

we can be responsive to your special needs. If your stock control needs

are unique Datapel can develop specific enhancements or create additional

reports to support your business.





Achieve Best Practice Warehouse Management.

Improved Profitability

Reduce man-hours, stock shrinkage

and improve accuracy with best

practice business software that

streamlines existing warehouse

management processes.

Avoid Complex and Costly System Migration

Enterprise upgrades can require

massive IT investment and often

result in many unforeseen cost

blowouts. WMS provides enterprise-

level functionality and can utilise

existing IT infrastructure. Avoid loss of

productivity, extensive data conversion

and intensive re-training with software

that grows with your company.

Lower Inventory Spend

Accurate tracking, guided stock

picking and optimised usage of

warehouse space ensures your

business is running at maximum

efficiency.

Accurate, Real-time Stock Tracking

Centralised inventory database with

multi-user capability allows stock

tracking in real-time with pinpoint

accuracy. WMS provides a full history

of all stock movement.

High Stock Visibility

Comprehensive search capabilities,

including support for barcode

scanning, enables your business to

optimise order fulfilment and begin

to forecast future purchase decisions

with confidence.

Improved Communication

Scan and attach electronic documents

to orders, items or purchases. WMS is

a centralised system that allows you

to track product details from receiving

right through to shipping.

Seamless Exchange with MYOB®

WMS communicates directly with

the MYOB® database using industry

standard ODBC technology,

eliminating the need to re-key

inventory data, and maintains

consistency between accounting and

warehouse systems.





How It Works

Accounting Staff

multiple warehouses

Sales Managers

MYOB®WMS

WMS

Storeperson

WMSBins

BarcodingPut-Away

Despatch (Pick, Pack and Ship)Work Orders

etc.

WMS handles all

inventory processes from

receiving right through

to order despatch.

Centralised control

ensures up-to-date stock

information across all

locations for all users.

WMS automatically

replicates item inventory

records from MYOB®,

which means with

WMS your accounting

staff can continue to

function as before but

with more advanced

warehouse management

capabilities.

Sales Order Sales Order

Inventory

Storeperson

Purchase Order

WMS Server





Receiving Process

Using WMS all inventory must be received before it is available for sale or

transfer. Typically receiving is completed against an MYOB Item Purchase

Order. However the WMS allows inventory to be added or removed using

stock check-in, check-outs, Transfers, or Return Authorities (RA).

How It Works

Accounts

Receiving

Put-Away

Change MYOB item Purchase Order to Purchase Bill.

Goods are received against the MYOB item purchase bill in WMS and put away to bins as directed by the WMS Receiving Receipt.

Storeman

Supplier Payment

Accounts review WMS quantity received and reconcile MYOB item purchase with WMS delivery and put-away information.

New MYOB Item Purchase Order

Purchasing

Goods arrive at the warehouse, ready to be put away.

Workflow Benefits

• Paperless Operation

• Better Management

Control

• Reduces frequency of

inventory counting

• Increase inventory

accuracy





How It Works

Order Fulfilment

Managing order fulfilment is the most important function of the WMS. Once

sales are created the WMS tracks subsequent order fulfilment activities

including stock picking, packing and shipping.

Pick Order

Storeperson uses WMS to ‘pick’ the order creating an Order Picking List.

Retrieve Stock

Pack Order

Ship and Invoice Order

New Sale Order

Order Fulfilment Begins

New Sales Order entered into WMS Sales Module.

Order appears in WMS as Ready to Process (RTP).

Store person retrieves stock using Order Picking Lists detailing Stock Bin Locations and Batch Serial Numbers.

Order is then Packed by storeperson who creates labels and checks order line items and quantities using optional barcode scanner.

Storeperson registers order as Shipped and accounts synchronises WMS with MYOB automatically creating item sale invoices.

Workflow Benefits

• Increase warehouse

efficiency

• Improve transparency

on Order Status

• Faster and more

accurate invoicing

• Higher customer

satisfaction





How It Works

Detailed Picking Workflow

Order picking is the process of retrieving items from within a warehouse

or storeroom for delivery to a customer. The WMS creates picking lists that

optimise stock selection, hence reducing search and retrieval time.

Pick Order(s)

Locate and Retrieve Stock

Pick Adjustments

Split Short Orders

New orders are Ready to Process (RTP) in WMS Despatch Register.

Storeperson uses the WMS Pick Engine to allocate stock to orders using LIFO, FIFO, MIN, MAX, LEXFO, FEXFO or by Manual pick methods.

Multiple order picking lists can be printed by Order Number or grouped by Item Number.

Order Pick Instructions can be updated using a manual pick to reflect actual stock retrieved.

An adjustment must be created when stock cannot be picked due to count errors or breakage.

Storeperson can split an order, pack and ship stocked goods, while creating a Back Order for Out of Stock items.

Storeperson retrieves allocated stock using Order Pick List detailing Stock Bin Locations and Batch-Serial Numbers.

Workflow Benefits

• Improve order

fulfilment accuracy

• Reduce buffer stock

requirements

• Comprehensive

warehouse audit trail

• Increase order

processing capacity





How It Works

Detailed Packing and Shipping Workflow

The WMS improves order fulfilment accuracy by requiring line items to be

checked as packed. Optionally use a barcode scanner to detect incorrect

items, missed items, and under or over supplied quantities.

Pack Order(s)

Scan Item or Batch Serial #

Scan ‘Pack’Create Labels

Pack orders that are Picked or Part Packed in WMS Despatch Register.

Begin by selecting or scanning Order Reference.

Storeperson can optionally use keyboard, mouse, barcode scanner or any combination to pack an Order.

To check an item belongs in the order, scan the item code or item serial number.

Once ALL Order Items are confirmed, scan ‘PACK’.

Order is flagged as SHIPPED and is ready for invoicing in MYOB once despatched.

An incorrectly scanned item will be flagged immediately.

Any items over or under counted will be flagged for review.

Workflow Benefits

• Increase shipped

order accuracy

• Adaptable barcode

sophistication

• Improve logistics

coordination





Integration with MYOB®

Synchronise data between WMS and MYOB® and gain advanced inventory

management capability not available in MYOB®. Information entered in either

systems are transferred seamlessly into the other, so there is no need for

manual double entry.

Key Features Guide





Multiple Locations and Bins

Track stock to specific bins and manage inventory in multiple virtual

warehouses. Manage users by location with permission-based access control.

Key Features Guide





Advanced Stock Searching

Powerful search capabilities allow users to track stock by partial name

and number lookups, use batch, serial number, custom fields or barcode

references.

Track by Batch Lot or Serial Numbers

Track stock batches or unit serial numbers step-by-step, from receiving, to

pick, pack, through to final despatch. Critical for companies that need improved

quality control or are seeking quality accreditation.

Advanced search

capabilities

• Partial name or number

• Stock Batch

• Serial number

• Custom fields

• Barcodes

• Bins

Transparent stock

tracking all the way from

receiving to despatch.

Key Features Guide





Integrated Barcode Printing and Tracking

Print and scan barcode labels. Improve data entry speed and accuracy. Use a

barcode scanner to pack and ship orders without touching the keyboard.

Key Features Guide

Create and print

barcodes with different

standards.

• EAN -128 Standard

• EAN - 13

• Code 128

• Other formats

Customise labels for

items and order tracking.





Special Pricing by Item per Customer

WMS supports pricing per customer, date-based promotion and volume

discounts. Specify pricing as % discount or as fixed price. Manage special

pricing schedules directly from your MYOB accounting software as Item Sales

Quotes.

Flexible pricing

schemes

• By item

• Per customer

• Date-based

• Volume discounts

• % discount

• Fixed price

• Price levels

Key Features Guide





Create Sale Orders and Apply Commissions

Create item sales with WMS from specific locations and automatically apply

special pricing agreements. Calculate commissions, create quotes or back

orders. Bill and ship to different customers.

Key Features Guide

Sales & Commissions

Calculate commissions on

• Total sale

• Gross profit

• Fixed amounts.

Cost plus pricing options.

Special pricing.





Guided Pick and Pack Workflow

Reduce inventory search times and improve the order fulfilment process. Use

intelligent rule-based stock retrieval. Choose FIFO, LIFO, MIN, MAX, or expiry

date-based order picks.

WMS identifies batch and bin locations and allows multiple order picks

simultaneously to make selecting stock accurate and efficient.

Rule-based Picking

• FIFO (First-in-first-out)

• LIFO (Last-in-first-out)

• MIN (minimum first)

• MAX (maximum first)

• Expiry Date-based

• Manual selection

Key Features Guide





Despatch Register

Despatch register provides a user-configurable to-do list for order processing.

Key Features Guide

Packing

Improve order fulfilment

accuracy and reduce

packing times using

the integrated barcode

scanning feature.

Scan order packing slips,

then each item in turn,

until all stock is packed.

Despatch

Review orders, sort and

group by:

• Shipping method

• Order status

• Destination





Document Attachments and Order Manifest

Simply drag and drop files into WMS Attachments Window to track emails,

Office documents, product specifications or batch/serial number-related

information such as quality assurance or product testing results.

Benefits of the integrated Attachments and Manifest:

• Re-print full order-related document trail, including WMS sales order

advice, guided-pick instructions, packing slip, and other sales-related

attachments.

• Drill into item-related documentation and specific attachments associated

with batches.

• Centralise and simplify the navigation of all documentation in the

warehouse.

Attach documents

• Emails

• Office documents

• Product Specs

• Quality Assurance documents

• Product test results

Key Features Guide





Reports

WMS provides over a dozen reports and forms with detailed filters providing

maximum visibility into your warehouse operations.

Many more reports are available directly from MYOB using “synchronised”

sales and inventory information.

Reports can be customised and automatically integrated into the WMS

reports menu by the Datapel team.

Key Features Guide

Create a wide variety

of reports.

• Operations Summary

• Stock Report

• Valuation Report

• Location Report

• Sales Report

• Special Pricing

• Sales Commission

• Stock History

Movement

• Stock Count

• Stock Turn

• Put-Away

• Shipping





General Multi-user, Single Document Web-style Interface

Fully integrated with MYOB® accounting software

SQL Server or MSDE Database

Compatible with Remote Desktop / Terminal Server

By user location zone-based access control

HTML / PDF Reports Engine

Built-in backup and restore system

Fully customisable by Datapel Systems

User Security Username and password protection

Users limited to locations, functional zones and actions

Password changes only by Administrator privileges

Item Management Advanced item visualisation with column sorting and

auto “group by” summary views

Comprehensive search options: Item Name, Item

Number, Custom-fields, Custom-lists and Bin

Track by Batch Serial number or barcode

Filter item list by location or custom-fields

View location, batch, lot and bin information

Track stock in bins or as “loose stock”

Attach documents and files to item or batch

Stock by item and location Report

Item Register View stock movement and drill down to original

transaction source

Filter Item Register by item, location and custom-lists

Attachments Drag and drop files to Attachment Window

Launch external programs directly from WMS

Centralised document storage

Stock

Adjustments

Stock Count Report ordered by bin, item name,

quantity

Full adjustment audit trail

Pre-defined or user-defined adjustment reasons

Key Features Listing





Barcodes Item search by barcode

Create / customise barcode layouts

Manage EAN-13, EAN-128, Code 128 and other

formats

Directly print item and sales details to labels

Integrated barcode workflow

Create and customise label forms

Receiving View and receive all MYOB® Item Purchases

Search items in the Purchase Register

Receive Purchase Orders (PO) entirely or partially

Receive without a PO (returns or asset management)

Allocate Tracking Numbers per Purchase Order (Batch

Number)

Allocate Tracking Numbers per Item (Serial Number)

Attach documents and files to Purchase Order

Transfers Transfer stock from location to location

Search items, batch and serial no. in the Transfer

Register

Transfers limited by location access

Guided Put-Away Assign default put-away bin per item per location

Put-away Assignment Report

Automatic receiving and transfer to default bin

Quality Control Colour-coded flags in Item Register

Set flags per Item Batch with alert icons.

Lock item batch from sale

Sale Orders Create Sale Orders and Quotes from specific locations

Display alerts from MYOB® Customer Cards and view

Pick, Pack or Ship status per Sales Line

Advanced item search by name, number, bin, barcode

and custom-fields

Highlight out-of-stock items

Add Sale Lines during Picking and Packing workflow

MYOB®-linked defaults for comments, ship method,

salesperson and payment terms






Automatic calculation of commission on sale by

total sale, gross profit (last cost) or fixed amount

Attach documents and files to Sales Order

Sales Lines Edit quantity, price or discount

Add or insert line items

Delete line items

Special Pricing Create special price quotes per item per customer as

an MYOB® Item Sale quote

Limit special pricing by date range

Display price as % discount or fixed price

Unlimited number of unique break quantities per

customer

Single click special pricing override

Volume discounts are linked to MYOB® card defaults

Best Offer automatically selected

Special Pricing Report by item and by customer

Despatch Register Group and sort by date, order status and ship method

Search by invoice number, purchase order, batch,

serial number, or consignment number

Full order manifest tracking and management

Order Fulfilment Express Pick-to-Ship

Batch source audit trail

Drill-downs from manifest

Drill from Sales Lines to Picked Lines

Split Order Flexible splitting of sale order lines

No Stock Available (NSA) split (back ordering)

Split orders for multiple ship methods

Split orders for staged delivery

Picking Single or multiple Sales Order picks simultaneously

Automatic Pick Stock with LIFO, FIFO, MIN, MAX or

use Expiry-dates.

Flexible manual stock picking






Pick or release individual lines

Re-pick order lines using separate pick methods

View order picks by item number or status

Packing Single or multiple order packs

Selected line pack (pack by line)

Select all (pack by order)

Record consignment number

Display HTML/PDF packing slip

Shipping Unship order for repacking / repicking

Display HTML/PDF shipping report

Manufacturing

Stock

Use MYOB® Auto-Build information

Review Bill-of-Materials

Estimate build quantities by location

Create work orders

Pick components for work orders

Build work orders

Sign-out components

Authorise assemblies by “internal” MYOB® Purchase

Sign-in build assemblies to location / bin

Create unique work order batch numbers

Standard Reports Operations Summary

Stock Report

Valuation Report

Location Report

Sales Report

Special Pricing Report

Sales Commission Report

Stock History / Movement Report

Stock Count Report

Stock Turn Report

Default Put-Away Report

Shipping Report




24

Contact and Acknowledgements

If you wish to find out more, please call Datapel for a

product information pack.

We can discuss how Datapel WMS can fulfil your inventory management

needs, and improve the way you run your business.

Call

1300 137 082

Email

[email protected]

Website

www.datapel.com

MYOB is a registered trademark of MYOB Limited. Windows is a registered trademark of Microsoft

Corporation. Pentium is a registered trademark of Intel Corporation or its subsidiaries in the

United States and other countries. Adobe, Acrobat and Reader are registered trademarks of

Adobe Systems Incorporated. All other trademarks and registered trademarks/service marks are

the property of their respective owners.

Datapel Systems reserves the right to change product and service specifications at anytime

without notice with respect to this information brochure.

*This product has not been endorsed and is not supported by MYOB Australia.

Copyright © 2003-2006 Datapel Systems Pty Ltd. ABN 83 104 399 466

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